OSX - Personal Finance Software

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tonyhughes

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#33086 29-Apr-2009 14:29

I would like to start keeping track of my finances on my Leopard OSX machine.

I live in NZ, use Kiwibank, and have to deal in USD and NZD.

At the moment I won't be using it to keep track of my GST registered company, but I may want to do so in the near future.

Is anyone ALREADY using something in NZ that they like and would recommend. I know there is lots out there, a Google search away, but its your experiences I am looking for!

freitasm

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#210544 29-Apr-2009 14:32

Perhaps look at http://www.pocketsmith.com/?

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gehenna

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#210554 29-Apr-2009 14:54

I am using Cha-Ching and have been for a while, works well and is very nicely featured. Also has an iPhone app for easy syncing and updating on the go. you can get it here: http://www.midnightapps.com/

I like the scheduling features and the easy access to online banking from within the application. I Think you can link it directly to your bank account if you're with a bank that supports this although i'm not sure any in NZ do. Still, cool feature if you decide to move country sometime :P

tonyhughes

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#210556 29-Apr-2009 15:09

Cool, I have an iPod Touch as my round-the-house device, so that would be quite handy.

scherfie

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#210557 29-Apr-2009 15:09

I tried MoneyWorks Cashbook (http://www.cognito.co.nz) which seemed ok but not being an accountant reverted back to Excel for my company accounts...

tonyhughes

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#210559 29-Apr-2009 15:11

scherfie: I tried MoneyWorks Cashbook (http://www.cognito.co.nz) which seemed ok but not being an accountant reverted back to Excel for my company accounts...

Thanks - I will check it out.

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freitasm

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#210562 29-Apr-2009 15:17

scherfie: I tried MoneyWorks Cashbook (http://www.cognito.co.nz) which seemed ok but not being an accountant reverted back to Excel for my company accounts...

If you are looking for company accounting then you should look at Xero.

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#210572 29-Apr-2009 15:58

I'm using Money 2007 (and have been for a while) on Windows, but wanted to switch to something Leopard-native, has anyone ever successfully import from that into Cha-Ching or iBank?

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gehenna

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#210576 29-Apr-2009 16:10

I've never used the import/export features so I can't talk to that. But it looks like there are some known issues with the current version of Cha-Ching on that front and they'll be sorted in version 2.... http://midnightapps.com/community/comments.php?DiscussionID=303

aGoodKeenMan

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#210773 30-Apr-2009 07:47

I also recommend Moneyworks from www.cognito.co.nz/, they are based in NZ and are really good to deal with. For someone with little accounting knowledge, I found the software very easy to use and adapt to my non standard practices.

kiwiscoota

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#211099 1-May-2009 00:37

aGoodKeenMan: I also recommend Moneyworks from www.cognito.co.nz/, they are based in NZ and are really good to deal with. For someone with little accounting knowledge, I found the software very easy to use and adapt to my non standard practices.

I use an American version of Quicken for Mac for my personal accounting, not sure whether that is available in NZ.

For my company accounting, I use Moneyworks and MYOB (I own & operate a bookkeeping & payroll service), both Moneyworks Gold and MYOB AccountEdge v8 are native Mac applications and properly support multi-currency.

Moneyworks is not always the simplest program to use, but I do like that is a New Zealand company, it is extremely flexible, there is no limit to the number of company data files you can have, and there are NO ANNUAL support fees.

teszeract

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#213763 10-May-2009 00:53

one word: moneywell

I feel evangelical about this software & the developer. I really have tried them all, and nothing came close to MSMoney99 until this.

I am a user of Moneyworks too (for business), but... it takes some getting used to the antiquated interface. This was 'designed' by accountants.

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ckeener

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#214178 11-May-2009 18:47

Although I am an moneyStrands user now, I still use Excel when I work with my budget. But it'd be pretty easy to forecast salary, investment income, and set short term and long term financial goals with online money management tools.